Another such note surfaced on Monday, as Barclays Capital trimmed its price target on Apple to $740 from $800. While the new target still implies a 41% upside for the stock — thus allowing the broker to maintain an overweight (buy) rating on the shares — analyst Ben Reitzes shared some interesting thoughts about why investors seem to have soured on the company, causing a 25% sell-off on the shares over the last few months.

“One could argue that shares hit an inflection point to the downside when investors realized that the Apple Maps endeavor was a mistake,” Reitzes wrote, arguing that the company should focus its efforts on growing more “web services” that would make its products more difficult for users to switch out of.

“We believe Apple can turn the tide with a real move into payments, an integrated iOS-led television service and improvements to iCloud,” he wrote. “These types of services could re-convince investors that Apple carries a high switching cost and reinforce the value of an iOS subscriber.”

Apple shares closed trading on Monday with a fractional loss at $523.90.

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